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Global Trust Asset Management’s Affirm AFRM Stock Holding History

Global Trust Asset Management’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2
Closed -$43 – 449
2023
Q3 		$43 Hold
2
– – ﹤0.01% 439
2023
Q2 		$31 Hold
2
– – ﹤0.01% 441
2023
Q1 		$23 Hold
2
– – ﹤0.01% 427
2022
Q4 		$19 Buy
+2
New +$30 ﹤0.01% 417

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Global Trust Asset Management's AFRM Position: Q4 2023 in Review

Global Trust Asset Management sold out of Affirm (AFRM) in Q4 2023, closing a stake of 2 shares — an estimated $43 sold.

Global Trust Asset Management first reported a position in AFRM in Q4 2022 and held it in 4 quarters. The position peaked at $43 in Q3 2023. 408 funds tracked by Wall St. Rank hold AFRM as of Q4 2023.

  • Global Trust Asset Management reported no remaining Affirm position as of Q4 2023 after selling out during the quarter.
  • Global Trust Asset Management sold 2 Affirm shares in Q4 2023, an estimated $43.
  • Global Trust Asset Management first reported a position in Affirm in Q4 2022 and held it in 4 quarters.
  • Global Trust Asset Management's Affirm position peaked at $43 in Q3 2023.
  • 408 funds tracked by Wall St. Rank held Affirm as of Q4 2023.

Based on Global Trust Asset Management's 13F filing for Q4 2023, filed 16 Jan 2024.